Search Results
Found 28 results for "status"
Understanding the 10-State Submission Workflow
Learn about the different stages a funding submission goes through from creation to export
Understanding the Staff Dashboard
A complete guide to the home dashboard, its widgets, statistics, and quick actions
Information Captured Throughout the Process
A comprehensive guide to all data collected during child registration, funding submissions, and parent verification
Registering a New Child
How to add a new child to the system with all required information
Legal ID Documents
Recording and viewing identity documents for funding verification
Additional Extras (Chargeable Items)
Managing meals, activities, trips and other chargeable extras for children
Bulk Import Children
Import multiple children at once from a CSV or Excel file with parent matching and validation
Understanding the Child Details Page
A complete guide to all sections and features on a child's details page
Funding Codes (30-Hour and 2-Year-Old)
Understanding and managing eligibility codes for funded hours
Viewing a Child's Funding Submissions
How to view submission history, signed agreements, and create new submissions from a child's profile
Creating Funding Submissions
Step-by-step guide to creating individual or bulk funding submissions
Sending Submissions to Parents
How to send submissions to parents for completion, including validation requirements
Reviewing Parent Submissions
How to review and approve submissions completed by parents
Employee Assisted Submissions
How to complete funding declarations on behalf of parents who need assistance
Rejection and Resubmission
How to reject submissions that need corrections and manage the resubmission process
Bulk Download Signed Agreements
Download all signed funding agreements for a funding period as a ZIP file
Your Parent Portal Dashboard
Understanding your parent dashboard, pending declarations, and account features
Understanding Funding Periods
How funding periods work, key dates, and managing the funding calendar
Period Statistics and Monitoring
How to monitor submission progress for a funding period
Exporting Funding Claims (Excel)
How to export approved claims to Excel for local authority submission
Reports Dashboard & Statistics
Understanding the reports dashboard, available statistics, and analytics charts
Custom Report Builder
Create, save, and schedule custom tabular reports across all portal data
Report Field Reference
Complete reference of all available fields for custom reports
Nursery Configuration
Setting up and configuring nurseries, signatures, local authority settings, and custom agreement terms
Notification Usage Tracking
Monitor notification usage per funding period and manage soft-limit thresholds
Notification Templates & Settings
Configure email and SMS notification templates, enable/disable notification types, and manage reminder schedules
Common Staff Portal Issues
Solutions to frequently encountered problems for nursery staff
Data & Reporting Issues
Resolving issues with missing data, incorrect reports, and data discrepancies